Comprehensive and Affordable Estate Planning Solutions

meet the team

our talented and dedicated team

Our team is here to take care of you.

RJP Estate Planning is dedicated to helping you pass your assets to your beneficiaries in a simple and affordable way.
Leadership

Debbie Placet

Manager/Founder

Caroline Liechty

Executive Partner

Asset Protection Advisors

Chris Cohan

ChFC®, RMA®
Chartered Financial Consultant
Retirement Management Advisor

Ron Tallou

Wealth Management Advisor, Fiduciary
Licensed Insurance Agent
Scottsdale

Thomas Fryar

Senior Planning Consultant
Licensed Insurance Agent
Scottsdale

Lenny Trujillo

Senior Planning Consultant
Licensed Insurance Agent
Scottsdale

Ralph Abate

Senior Planning Consultant
Licensed Insurance Agent
Scottsdale

Stephen Levin

Senior Planning Consultant
Licensed Insurance Agent
Tucson

Estate Protection Consultants

David Pierce

Outside Planning Consultant
Tucson

Brian Jarvis

Outside Planning Consultant
Scottsdale

Office Staff

Marina Leon

Client Liaison
Tucson

Cierra Bishop

Marketing/Seminar Director
Scottsdale

Susan Palmer

Case Manager
Scottsdale

Ruby Vasquez

Office Manager Tucson
Tucson

Jina Ridley

Case Manager
Scottsdale

Stacey Endres

Client Support Specialist
Scottsdale

Corie Mitchell

Client Support
Scottsdale

let us help you with your estate plan

Are you ready to take the next step towards your financial future?

RJP Estate Planning works with experienced estate planning counsel to design individualized plans that meet each family’s unique needs and properly provide for the legacy that each client desires.